ow. [ garth ] why settle for less? the spiked heels are working. wait! [ garth ] great businesses deserve great rewards. [ male announcer ] the spark business card from capital one. choose unlimited rewards with double miles or 2% cash back on every purchase, every day! what's in your wallet? [ cheers and applause ] >> welcome back to "squawk box." jim cramer is standing by at the new york stock exchange. what's on your radar just in terms of the stock market and individual issues? >> i think these companies with great balance sheets returning capital. they all believe that tax rates are going to go up dramatically for dividends. i thought it was dell sell to buy goldman. either something has to happen big at dell whether a special dividend or possibility of a leveraged buyout. i think this is an incredible call from an outfit that hated dell. >> i wonder what that would look like exactly. what do you think it's worth? >> i don't know. they have so much cash. they do believe the future is going their way. they're not the least bit upset about the notion